Heritage Global (HGBL) Long-Term Investments (2011 - 2026)

Heritage Global's (HGBL) quarterly Long-Term Investments came in at $19.4 million in Q1 2026, down 10.37% YoY from $21.7 million in Q1 2025, and down 7.68% on a QoQ basis from $21.1 million in Q4 2025.

Heritage Global (HGBL) Long-Term Investments (2011 - 2026) Analysis & Trends

Heritage Global (HGBL) has 15 years of Long-Term Investments data on file, last reported at $19.4 million in Q1 2026.

  • Quarterly Long-Term Investments fell 10.37% year-over-year to $19.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $19.4 million (down 10.37% YoY) and the FY2025 annual result came in at $21.1 million, up 0.8% from the prior year.
  • Long-Term Investments retreated to $19.4 million in Q1 2026, from $21.1 million in the prior quarter.
  • In the past five years, Long-Term Investments ranged from a high of $22.4 million in Q2 2024 to a low of $6.5 million in Q1 2022.
  • A 5-year average of $17.3 million and a median of $20.3 million in 2024 frame the typical range for Long-Term Investments.
  • Annual changes were most pronounced in 2022 — Long-Term Investments soared 198.38% — and 2026, when it retreated 10.37%.
  • Tracing HGBL's Long-Term Investments over 5 years: stood at $14.0 million in 2022, then soared by 52.87% to $21.4 million in 2023, then slipped by 2.2% to $20.9 million in 2024, then rose by 0.8% to $21.1 million in 2025, then declined by 7.68% to $19.4 million in 2026.
  • The last three Long-Term Investments figures came in at $19.4 million (Q1 2026), $21.1 million (Q4 2025), and $21.3 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - -
2 Goldman Sachs 316.34 Bn -660.01 Bn - 255.63 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 79.10 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 192.00 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 31,902.00
8 Interactive Brokers 39.54 Bn -3.28 Bn - -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Heritage Global 38.49 Mn 26.93 Mn 9.35 Mn 19.44 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 19.44 Mn
Dec 31, 2025 21.06 Mn
Sep 30, 2025 21.33 Mn
Jun 30, 2025 21.28 Mn
Mar 31, 2025 21.69 Mn
Dec 31, 2024 20.89 Mn
Sep 30, 2024 21.45 Mn
Jun 30, 2024 22.38 Mn
Mar 31, 2024 20.27 Mn
Dec 31, 2023 21.36 Mn
Sep 30, 2023 16.13 Mn
Jun 30, 2023 15.78 Mn
Mar 31, 2023 13.33 Mn
Dec 31, 2022 13.97 Mn
Sep 30, 2022 8.50 Mn
Jun 30, 2022 8.24 Mn
Mar 31, 2022 6.54 Mn
Dec 31, 2021 4.68 Mn
Sep 30, 2021 3.33 Mn
Jun 30, 2021 2.89 Mn